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C
cakeen
Level 4
February 22, 2023
Question

Are clients able to upload documents from their banking institutions into ProConnect...like Turbotax allows?

  • February 22, 2023
  • 1 reply
  • 9 views
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1 reply

George4Tacks
George4Tacks
Level 15
February 22, 2023

Yes, via LINK

Answers are easy. Questions are hard!
C
cakeenAuthor
Level 4
February 23, 2023

Thank you so much.  From my end I tried to "act as client" (or something like that) assuming I would be able to view what they see.  It does not create the same experience.  Ultimately I logged in to my personal tax link and was able to see that I had the option (as a client) to download from my banking institution.  

I do appreciate you replying to my note. Thanks

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